安靠智電(300617.SZ):在輸變電關鍵核心技術研發攻關和工程應用業績方面均處於行業領先地位
格隆匯6月26日丨有投資者向安靠智電(300617.SZ)提問,“看了中央台《大國重器》兩次介紹公司,感覺公司在新能源、新型電力系統和特高壓領域也太厲害了,目前公司這些產品依然保持領先嗎?這些產品怎麼應用在數據中心、新能源充電樁等這些新興行業?”
安靠智電回覆稱,公司在輸變電關鍵核心技術研發攻關和工程應用業績方面均處於行業領先地位:作為唯一行業生產型企業參與制定GB/T22078.3-2008《額定電壓500kV (Um=550kV)交聯聚乙烯絕緣電力電纜及其附件》(目前商業化運行電纜系統的最高電壓等級),公司研發的500kV電纜連接件打破了國外的長期壟斷,推動了中國電纜工業由高壓到超高壓的跨越;公司不斷髮展與創新,於2015年在國內率先研發出220kV—1100kV金屬氣體絕緣母線(GIL),彌補了電纜系統不能大容量輸電的缺陷。於2017年在國內率先通過1100kVGIL等四個新產品新技術鑑定,於2020年通過了252kV和550kVGIL等三個新產品鑑定,GIL製造水平達到國際或國內先進水平。截至目前,公司GIL已成功應用於專供寧德時代江蘇生產基地的地下輸電線路、中化集團魯西化工、中國綠髮集團南京燕子磯、曹山旅遊度假區、重慶高新區、浙江杭州拱墅區、紹興大明等項目;在佈局輸電產業的基礎上,公司開啟變電行業新產品新技術研發,以“開變一體機”為核心的智慧模塊化變電站可大幅減少變電站現場施工及調試的工作量、縮短建設週期、節省佔地面積並有效降低土建成本,具有快速靈活等特點。“開變一體機”已率先應用在騰訊數據中心項目中,相比傳統方案佔地減少70%,建設週期縮短50%,實現整站的全絕緣、免維護,增加供電的可靠性;公司創新研發“智慧海綿電力系統”,系統通過智能化、柔性控制,可對光伏系統、儲能系統、充電樁羣、電網組成的能源系統進行能量管理、數據集採、有序調度、需求響應,是目前市場領先的綜合能源管理技術集成。該產品已運用於佳世達、鋼鋭精密、燕湖市民中心和國網江蘇綜合能源服務有限公司承建的城市公交總站等項目中,對城市多場景綜合能源管理起到示範引領作用。
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